10/30/24 - $smci - Quick comment on mkt implications
10/30/24 :: VROCKSTAR :: 
SMCI
Quick comment on mkt implications
- trick, no treat for smci
so here's the treat ex. scmi...
- an nvda top 5 customer has implications for nvda that probably keep it in a short-term holding period (upside "capped" vs. other mag 7 that report e.g. meta and msft - beats - tonight)
- there is SO much demand for nvda chips that even if a top 5 drops out, u guys realize msft, meta, amzn, googl, elon... will take 100% of that demand
- so what happens here is that the mkt will probably "overly" reward a meta or msft beat bc the flows/ implications of index higher rotate less incrementally to nvda and chips (even tho you should be buying tsm, avgo as well as nvda)... and to the mega/ googl/ msft complex. this means index higher.
thought it's important to mention.
V
SMCIQuick comment on mkt implications
- trick, no treat for smci
so here's the treat ex. scmi...
- an nvda top 5 customer has implications for nvda that probably keep it in a short-term holding period (upside "capped" vs. other mag 7 that report e.g. meta and msft - beats - tonight)
- there is SO much demand for nvda chips that even if a top 5 drops out, u guys realize msft, meta, amzn, googl, elon... will take 100% of that demand
- so what happens here is that the mkt will probably "overly" reward a meta or msft beat bc the flows/ implications of index higher rotate less incrementally to nvda and chips (even tho you should be buying tsm, avgo as well as nvda)... and to the mega/ googl/ msft complex. this means index higher.
thought it's important to mention.
V
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